$MPWR 0.47 Noisy

Notable posts

• @StockSavvyShay neutral 793 eng

  THE 5 LAYERS OF AI POWER DELIVERY 1. Facility Power Intake • $CAT supplies backup generation • $GEV supplies grid equipment & gas turbines • $ETN provides switchgear, ATS & electrical distribution • $HUBB supplies grid & power distribution components • $NVT provides enclosures & electrical protection systems • $BE supplies on-site fuel cell power that helps bypass grid constraints 2. AC-to-DC Conversion • $ON supplies silicon carbide power devices • $POWI provides high-voltage AC-to-DC conversion ICs • $TXN provides power supply controllers & conversion ICs 3. Intermediate Bus Conversion • $VICR provides high-density intermediate bus modules 4. Point-of-Load • $AOSL supplies integrated power stages • $MPWR supplies point-of-load power for Nvidia systems • $ADI provides multiphase controllers & power management • $STM supplies SiC, GaN & power-management components for next-generation AI power delivery 5. The 800V DC Transition • $NVTS is working with $NVDA on its 800V HVDC roadmap • $VRT captures the transition through rack power, UPS & cooling infrastructure

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @BULLOFBRITAIN bearish 498 eng

  The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400V will ramp as planned. > NPO potentially accelerating. This is a big break in the thesis if true. They specifically name caution in investing in companies such as $LITE, $HIMX $NVTS $WOLF Best 400V exposure > $APH > $VRT > $MX > $MPWR Best NPO > $SMTC > $MTSI > $AVGO > $AAOI Copper > $CRDO

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• @wallstengine bullish 73 eng

  MONOLITHIC POWER SYSTEMS $MPWR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $980.6M (Est. $902M) 🟢; +47.6% YoY 🔹 Adj. EPS: $6.50 (Est. $5.87) 🟢; +54.4% YoY 🔹 Op Income: $367.7M (Est. $326M) 🟢 🔹 Enterprise Data Revenue: $380.6M; +164.3% YoY Q3 Guide: 🔹 Revenue: $1.14B-$1.16B (Est. $982M) 🟢 🔹 Non-GAAP Gross Margin: 55.4%-56.0% 🔹 Non-GAAP Opex: $201.2M-$205.2M 🔹 GAAP Opex: $252.7M-$258.7M Segment Net Revenue: 🔹 Enterprise Data: $380.6M; +164.3% YoY 🔹 Storage & Computing: $199.8M; +2.3% YoY 🔹 Automotive: $157.1M; +8.2% YoY 🔹 Communications: $131.5M; +78.3% YoY 🔹 Consumer: $56.8M; -4.8% YoY 🔹 Industrial: $54.8M; +17.3% YoY Other Q2 Metrics: 🔹 Non-GAAP Gross Margin: 55.6%; +0.1 pts YoY 🔹 Non-GAAP Operating Margin: 37.5%; +2.7 pts YoY 🔹 GAAP Operating Margin: 31.0%; +6.2 pts YoY Capital Return: 🔹 Buyback Authorization: +$500M, bringing total to $1B Comments: 🔸 “Our results demonstrate the strength of our diversified model and our continued success in transforming from a chip-only, semiconductor supplier to a full service solutions provider.”

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• @wallstengine neutral 67 eng

  Today's Key Events (All EST) — 07/30/2026 08:30: US PCE Price Index 08:30: US Initial Jobless Claims 08:30: US GDP QoQ Advance 08:30: US Consumer Spending Before Open 👇 05:00: Check Point Software $CHKP 05:00: Yum China $YUMC 06:00: Cigna $CI 06:00: Enterprise Products $EPD 06:00: CRH $CRH 06:00: Air Products $APD 06:30: Valero Energy $VLO 06:30: Norwegian Cruise Line $NCLH 06:30: Regeneron $REGN 06:30: TC Energy $TRP 06:30: Xerox $XRX 06:30: Trane Technologies $TT 06:45: Hershey $HSY 06:45: TechnipFMC $FTI 06:50: KKR $KKR 06:55: Bristol Myers Squibb $BMY 06:55: Ferrari $RACE 06:55: Quanta Services $PWR 06:55: American Electric Power $AEP 07:00: Crocs $CROX 07:00: Yum! Brands $YUM 08:00: Mastercard $MA After Hours 👇 16:00: Amazon $AMZN 16:00: DexCom $DXCM 16:00: Strategy $MSTR 16:00: First Solar $FSLR 16:00: Monolithic Power Systems $MPWR 16:00: Neurocrine Biosciences $NBIX 16:00: Tempus AI $TEM 16:05: Roblox $RBLX 16:05: Reddit $RDDT 16:05: Rivian $RIVN 16:05: GoDaddy $GDDY 16:05: Illumina $ILMN 16:05: Nextpower $NXT 16:05: Stryker $SYK 16:05: Universal Display $OLED 16:10: Live Nation $LYV 16:15: MasTec $MTZ 16:15: Coinbase $COIN 16:15: BigBear .ai $BBAI 16:15: Mohawk Industries $MHK 16:30: Apple $AAPL 16:30: Corteva $CTVA 17:10: Eldorado Gold $EGO 18:55: Vale $VALE 19:00: Sony

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• @LeifInvests bullish 73 eng

  5 banger stocks I’m watching closely in July 📈 My ideal buy zones 👇 • $ASTS — low $60s • $MPWR — mid $1100s • $AMZN — low $220s • $FPS — mid $30s • $CCJ — mid $80s Would be hard not to be a buyer if these levels are hit 👀 What is the number one stock you’re watching? https://t.co/97hsIBgWvt

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• @LeifInvests bearish 73 eng

  HOW AI INFRASTRUCTURE HOLDERS ARE FEELING 😎 $ARM +11% 🟢 $LITE +11% 🟢 $ON +9% 🟢 $ALAB +9% 🟢 $MU +7.5% 🟢 $GLW +7.5% 🟢 $AAOI +7% 🟢 $AMD +7% 🟢 $AMAT +7% 🟢 $MRVL +7% 🟢 $LRCX +7% 🟢 $CRDO +7% 🟢 $MPWR +6% 🟢 How many times are we going to learn that these stocks can’t be held in a drawdown for an extended period of time. What do you own?

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